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<div id="u0_rtf"><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&#149; 关于学员实体的几个关键属性</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; A. 学员类型</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 1. 潜在学员：通过市场活动新增的新学员（第一次添加到CRM系统中）。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 3. 意向学员：通过邮件/短信等方式联系激活有反馈，可以进行销售的学员。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 3. 正式学员：已经购买过课程或者资料的学员。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; </span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">B</span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">. 学员</span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">等级</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 1. 普通学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 2. 铜牌学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 3. 银牌会员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 4. 金牌会员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 5. 黄金会员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 6. 白金会员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 7. SUPER</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; C. 学员当前归属部门：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 1. 市场部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 2. 销售部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 3. 教学客服部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; D. 学员当前状态</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 若当前归属部门是市场部：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 101. 未分配</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 102. 已分配待激活</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 103. 激活联系中</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 104. 有反馈</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 105. 可销售</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">若当前</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">归属部门是</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">销售部</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">2</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">01. 未分配</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">2</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">02. 已分配</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">待销售</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">2</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">03. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">销售</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">中</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">2</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">04. 部分支付（购买多课程，只支付部分）</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 205. 支付完成</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; 若当前归属部门是</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">教学客服</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">部：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">0</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">0</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">不需要服务</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">01. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">服务</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">未分配</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">02. 已分配待</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">服务</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">03. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">服务</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">中</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">04. 部分支付（购买多课程，只支付部分）</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">05. 支付完成</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">0</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">7</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">部分发货</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">（购买多</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">份资料</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">，</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">部分缺货</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">）</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">0</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">8</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">已发货</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">09. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">服务完成</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; </span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">E</span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">. </span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">会员</span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">等级</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&#149; 学员属性自动更新</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">市场批量导入或新增一个学员时，默认值为</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 学员类型为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">潜在</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">学员</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">，</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">意向学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员级别为：普通学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">c</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">. 学员归属部门</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为：市场部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; d. 学员当前状态为：101 未分配</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">当 </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">归属部门是市场部</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;"> ， 当前状态变更为 105 可销售时：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 学员类型</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">变</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">意向学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员级别</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">不变</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">c</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">. 学员归属部门</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">变</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">销售部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; d. 学员当前状态</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">变</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">201 </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">未分配</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">当 </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">归属部门是销售部， 当前状态变更为 </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">2</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">05 </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">支付完成</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">时：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 学员类型</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">变</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">正式学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员级别根据支付完成情况，自动进行更新</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">c</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">. 学员归属部门</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">变</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">客服</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; d. 学员当前状态</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">变</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">3</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">01 </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">未分配</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; </span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&#149; 市场部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">1. 批量导入新学员名单 并可在导入名单中指定分配给 相关的市场员工</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 新增的学员类型为：潜在学员</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">，意向学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员级别为：普通学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">2. 新增单个学员信息 并分配给相关市场员工：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 新增的学员类型为：潜在学员</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">，意向学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员级别为：普通学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">3. 可以修改学员信息，状态限制：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 学员所属部门为市场部。 </span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">所属部门</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为销售部，且当前状态为：未分配或者已分配待销售</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">4. 分配任务:</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 分配给市场员工，</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">指定任务类别，指定</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">时间限制</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 分配给销售部，同时指定建议销售任务类型，不指定时间限制（由销售主管确定销售时间）</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; c. 分配给客服部，同时指定建议客服服务类型，不指定时间限制（由客服主管确定服务时间）</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">5. 学员联系激活任务</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 导出符合条件的联系激活学员名单</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 导入联系激活学员名单记录联系记录，并可指定下一次联系时间</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; c. 导入联系激活有反馈的学员名单，并可直接指定分配给销售部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">6. 学员名单清理</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 可清理的学员类型为：潜在学员、意向学员，不能清理正式学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 通过查询单个清理或者导入名单批量清理</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; c. 只能清理分配给自己的学员名单，主管可以清理所有市场部的符合清理条件的学员名单。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">7.</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp;</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">批量、筛选和导出名单</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;"></span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">用于发送短信、邮件。可按“级别、课程类型、时间、地域、学员等级、学员类型”相关字段筛选</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp; </span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&#149; 销售部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">1. 批量导入新学员名单 并可在导入名单中指定分配给 相关的销售员工</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 新增的学员类型为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">意向学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员级别为：普通学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">2. 新增单个学员信息 并分配给相关</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">销售员工</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 新增的学员类型为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">意向学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员级别为：普通学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">3. 可以修改学员信息，状态限制：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">学员</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">所属部门</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为销售部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">4. 分配任务:</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 分配给销售员工，</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">指定任务类别，指定时间限制</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 分配给客服部，同时指定建议客服服务类型，不指定时间限制（由客服主管确定服务时间）</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">5. 学员销售任务</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 添加销售记录，记录意向指数，若需要下次联系，指定下一次联系时间。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 增加课程/资料购买记录。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; c. 更新支付状态。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">6. 学员名单管理</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 可模糊查询分配给自己名下的销售中的学员名单及销售成功后7天内的学员名单</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 通过姓名、手机、邮箱精确查询学员名单</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&#149; </span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">客服</span><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">1. </span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">新增单个学员信息 并分配给相关</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">销售员工或者客服员工</span><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 新增的学员类型为：</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">意向学员/正式学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 学员级别为：普通学员</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">3. 可以修改学员信息，状态限制：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. </span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">学员</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">所属部门</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">为客服部</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">4. 查询学员名单并分配任务:</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 分配给客服员工，</span><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">指定任务类别，指定时间限制</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">5. 学员销售任务</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 添加服务记录（邮寄资料/投诉/更新发票合同信息/考试成绩记录/学习进度记录提醒），若需要下次联系，指定下一次联系时间。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 增加课程/资料购买记录。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; c. 更新支付状态。</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">6. 学员名单管理</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 可模糊查询分配给自己名下的销售中的学员名单及销售成功后7天内的学员名单</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 通过姓名、手机、邮箱精确查询学员名单</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&#149; 定时提醒服务</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:16px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; 1. 提醒方式：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 个人主页任务列表</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 当日任务定时弹出提示框</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; c. 通过邮件进行任务详细提醒</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;text-decoration:none;">&nbsp;</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:bold;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; 2. 提醒任务列表：</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; a. 市场联系激活任务提醒</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; b. 超时未完成任务提醒</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; c. 二次联系任务提醒</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; d. 缺货资料到货时间提醒</span></p><p style="text-align:left;"><span style="font-family:Arial;font-size:13px;font-weight:normal;font-style:normal;text-decoration:none;color:#333333;">&nbsp; &nbsp; e. ......</span></p></div>
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